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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,417 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,708 | $78,520+65.2% | $96,576+34.3% | $82,448+57.3% |
| Participation rate | 98.5% | 77.7%+20.8pp | 81.4%+17.1pp | 68.1%+30.4pp |
| Annual return | 20.88% | 41.30%-20.4pp | 38.47%-17.6pp | 41.64%-20.8pp |
| Employer contribution / active EE | $8,839 | $2,630+236.1% | $3,553+148.8% | $2,551+246.5% |
| Participant deferral / active EE | $25,596 | $6,754+279.0% | $7,956+221.7% | $4,139+518.4% |
| Admin fee / account holder | $7 | $13,455-99.9% | $11,381-99.9% | $7,234-99.9% |